RaulSanchez

Value Investor

[RaulSanchez @PenaluaPlus]

@rafaborbolla Gracias

[Sobre la marcha... @rafaborbolla]

Desde México, la otora Provincia de la Nueva España, la consentida del Reino de este lado del mar, los ciudadanos de bien les mandamos la mejor de las vibras y la suertes a España, la Virgencita Morena hoy se a puesto la roja, denles duro y sin miedo a la vida, a dar la cara por la Hispanidad, México y España no solo son países amigos, somos familia. ¡Venga España! ¡Es Hoy! México con España !!

[RaulSanchez @PenaluaPlus]

@nytimes @TheAthleticFC "there’s no team better at passing the ball in world football."... In a few days you will have to edit yur wrong comment to:" there's no better team"

[tae kim @firstadopter]

I'm becoming a bigger Mbappe fan. Good stuff.

[Felipe Camozzato @felipecamozzato]

Se esse treco aí for vendido em Cuba, em 24 horas não tem ninguém mais morando na ilha.

[RaulSanchez @PenaluaPlus]

@cherokeesun71 @Torvi_21 @france_espagne @francediplo @equipedefrance @kareen_rispal Francia es un pais que lucho durante años por la libertad de las mujeres...

[RaulSanchez @PenaluaPlus]

https://t.co/K3vWQp6Ocb

[RaulSanchez @PenaluaPlus]

https://t.co/0DOdL95dPa

[RaulSanchez @PenaluaPlus]

@SushiAndStockss @DeItaone We love USA, we hate Trump!!

[Pobre Millenial @pobremillenial]

España tenía una clase media que se compró el chalet, conducía un clase c o un A4, los niños iban al cole católico privado, hacían extraescolares e iban a inglés, a Kumon o a repaso.

Vestían del corte inglés y había una división entre los que compraban en el corte inglés o en Prica.

Tenían tv satélite con el plus, servicio de limpieza en casa y vacaciones todos los años.

Con un sueldo en muchos casos.

Pon tú la cifra mensual del equivalente en 2026 y despierta de una puta vez.

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

We signed a Drone Deal agreement with Denmark. This is already Ukraine’s ninth such agreement, and it is important that more and more partners are joining this format, which opens up greater opportunities for joint defense production, the exchange of expertise, and transparency in weapons exports. Together, we are building a new security architecture. I thank Denmark, and personally Mette, for this step toward strengthening our shared defense. It was with Denmark that we began joint production in Ukraine under the Danish model, and it is absolutely fair that Denmark will now have access to Ukrainian exports of weapons tested in war.

Today, we also discussed with the Prime Minister @Statsmin the strengthening of our air defense and work on European anti-ballistic defense. It is extremely important for us right now to receive Patriot missiles as quickly as possible and to jointly develop our own European capabilities to counter ballistic threats.

I thank Denmark for its continued support for our people – for its defense and financial assistance, and for all its contributions to the PURL initiative.

[Troll Football @TrollFootball]

How USA will play against Belgium now that they have Donald Trump's presidential red card immunity

[RaulSanchez @PenaluaPlus]

https://t.co/Sbq0WkQElI

[Ricardo @Ric_RTP]

Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company.

Within two minutes, Alex Karp took the entire frontier AI industry apart on national television.

His exact words:

"Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business."

He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription.

Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer:

"If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?"

That question breaks the industry.

If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens.

Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling.

Karp went even further...

He called the entire arrangement "a wealth tax that does not help the poor. It just punishes."

American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors.

And the part the AI industry does not want anyone thinking about:

Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them.

The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing."

He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows.

The entire AI industry has been priced for perfection on one assumption:

That frontier labs produce durable, defensible value that justifies infinite compute spend.

But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse.

The moment enterprises stop believing, the whole valuation stack shakes.

[Douglas A. Boneparth @dougboneparth]

Growing up in the 90s, this was considered a data center.

[Jeremy Raper @puppyeh1]

The lock on the box here just kills me.

[RaulSanchez @PenaluaPlus]

https://t.co/AURTfPmLc5

[Charlie Bilello @charliebilello]

“There are two ways to enslave a country. One is by the sword. The other is by debt.” – John Adams

[RaulSanchez @PenaluaPlus]

https://t.co/wrxoU52QWp

[RaulSanchez @PenaluaPlus]

@SirDuke64052381 @Antonio_Tajani We know Trump does not represent all americans... hopefully he will be out soon...